The Basics of Lead Scoring
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The document outlines a presentation about using a client relationship management system to segment and score leads based on their interests and activities. It discusses automating nurturing of leads based on scoring thresholds, assigning quotas to team members and notifying them of webpage visits by known contacts. Specific techniques covered include activity, opportunity, and demographic scoring, automated field assignments, link and survey scoring, website tracking, and identifying hot and cold contacts.
The Basics of Lead Scoring
- 1. Presented By: Daniel Kim, Director of Client Services 3/24/2016
- 2. Segment leads and existing clients who are interested in your services and efficiently nurture based upon the interest shown Identify and reengage cold leads/contacts Automation based upon threshold of activity lead scores
- 3. Assign quotas to each team member and review a report of their progress Receive automated email notifications when a known contact lands on a tracked webpage Assign specific lead scores to links, survey questions, and sign-up forms
- 5. 1. Lead Scoring o Activity, Opportunity and CRM Activity Scoring o Demographic Scoring o Lead Scoring Automation o Automatic User Field Assignments o CRM Activity Quotas and Leaderboard Setup 1. User-Defined Data Field Triggers & Automation 2. Link Library
- 6. 4. Survey Scoring 5. Website Tracking & Sign-up Forms o Pages & Scores o Automation - Website Alerts o Setting Lead Scores for Sign-up Forms 6. Your Contacts and Customer Relationship Management System o Identifying Hot Contacts o Identifying Cold Contacts
- 7. Please contact us with any questions. We’d be happy to help! Support@GreenRope.com
Editor's Notes
- #3: According to a study done by Aberdeen Research, companies that implement a proper lead scoring strategy have a 192% higher average lead qualification than those that do not. So, what does this mean? This means, your business can be more competitive, save money, increase revenue, and overall growth by implementing lead scoring. Having the ability to determine which leads are most qualified to buy, means that you can spend less time running around in circles chasing lower quality sales, and more time focused on those that are likely to convert.